Free Training
Due Diligence
Master the research and analysis process — from collateral review and title search to property valuation and borrower profiling — before you fund a deal.
Lessons
17 min28 min38 min48 min58 min67 min
Due Diligence Overview
The complete due diligence framework for mortgage note investors -- from free pre-bid screening to comprehensive vendor analysis -- so you spend money only on loans that deserve it.
Auditing the Collateral File
The four documents you need to legally own and enforce a mortgage note -- and the audit process that ensures you have them before you fund.
Title, Taxes, and Liens
How to research title ownership, check property tax status, identify encumbrances, and calculate whether the equity position you modeled actually exists in the public record.
Property Value and Condition
The full spectrum of property valuation methods for note investors -- from free AVMs to paid BPOs -- plus how to assess occupancy and condition to protect your collateral position.
Borrower Research
How to read a credit report, analyze the senior lien trade line, research bankruptcy filings on PACER, and extract borrower intelligence that sharpens your pricing and resolution strategy.
Finalizing Your Offer
How to compare your due diligence findings against initial assumptions, calculate price adjustments, document evidence for sellers, and submit a final offer that is defensible and ready to close.
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